Humanoid Robots Take Center Stage

As the current "traffic star" in the field of robots, humanoid robots continue to run wild, and many public funds are frequently taking action to seize the spotlight!

Recently, the humanoid robot sector has been active repeatedly, with prices rising by more than 12% in the last five trading days. Among them, core component companies involving motors, ball screws, reducers, sensors, controllers, lightweighting and integration have strengthened, and many The company received intensive research from public funds in August, and many leading fund companies have intensively deployed in the second quarter, including many fund managers with a scale of over 10 billion and star fund managers.

Humanoid robots are popular

Recently, robot concept stocks have continued to strengthen. Data show that as of the close of trading on September 1, the humanoid robot index has risen by more than 12% in the past five trading days, and has risen by nearly 45% cumulatively this year, including outstanding performance in the leading targets for manufacturing four-legged humanoid robots and core components.

Among them, motor stocks MOONSHI Electric Co., Ltd. and Buco Electric Co., Ltd., ball screw companies Dingzhi Technology and Hengli Hydraulics, reducer companies Dual Ring Transmission and Green Harmonics, sensor and controller stocks Hanwei Technology, Huazhong CNC, and Seiko Technology, Sanhua Intelligent Control, Top Group, Eston and other companies involved in lightweighting and integration have gained popularity in the market.

Institutional investors represented by public funds have long been eyeing this piece of "fat meat". The products of many leading fund companies such as Guangfa, Wells Fargo, and China Merchants have intensively deployed related stocks in the second quarter, and there are many star fund managers among them.

Data shows that as of the end of the second quarter, Sanhua Intelligent Control and Shuanghuan Transmission had received approximately 47 million shares and 11.35 million shares respectively from public funds in the second quarter, while Topbond Holdings, Top Group, Boshi Holdings, Huazhong CNC, Both MOONSHI Electric and Green Harmonic have increased their holdings to millions of shares.

Specifically, Quanguo Xuyuan, managed by star fund manager Zhao Yi, and Tang Xiaobin, a 20 billion fund manager respectively, hold approximately 32.32 million shares and 31.4 million shares of Sanhua Intelligent Holdings for three years and GF Multi-Factor respectively. The company In the second quarter, it also received net purchases of approximately 5.86 million shares, 4.67 million shares, and 4.16 million shares from Guofu Small and Medium Cap, CEIBS Joy Life, and E Fund Information Industry respectively.

GF Multi-Factor also made a new investment of about 8.84 million shares of Double Ring Transmission in the second quarter, ranking among the company's top ten tradable shareholders for the first time. China Universal Innovation Future, managed by tens of billions of fund managers such as Lao Jienan, also bought nearly 4 million shares. Shares, China Universal Growth Select and GF Technology Power both hold about 3 million shares of Shuanghuan Transmission.

In addition, Nanfang Xingrun Value, managed by tens of billions of fund managers Shi Bo, bought approximately 7.53 million shares of Boshi in a year. Electrical equipment stock MOONS has acquired 4.22 million shares from Cathay Smart Auto, managed by tens of billions of fund managers Wang Yang. Kinco Holdings, which is also an electrical machinery stock, has a total of about 610,000 shares held by Bank of China Theme Strategy and Bank of China Income, both headed by Huang Jun. Both funds are newly listed among the top ten circulating shareholders of Kinco Holdings.

Reducer company Green Harmony was selected by Xinao New Energy and Wanjia Industry Selected by tens of billions of fund managers Huang Xingliang, buying 1.35 million shares and 2 million shares respectively, while the 20 billion fund manager Dong Li managed Xingquan Trend Investment and investment advantage enterprises helmed by newcomer Zhai Xiangdong hold about 1.55 million shares and 1.39 million shares of the company respectively. As of August 31, the latter’s net worth has increased by more than 30% this year with a scale of only 4 billion yuan.

Xin'ao New Energy Select and Fuguo Clean Energy Industry purchased approximately 3.46 million shares and 3.1 million shares of Top Group respectively; Topbond Holdings acquired 7.97 million new shares from Harvest Emerging Industries, managed by Gui Kai, the "famous general" of Harvest, while the tens of billions Yinhua Xinsheng Flexible, managed by fund manager Wang Haifeng, also bought nearly 9 million new shares in the company. At the same time, E Fund Innovation and Growth purchased approximately 1.27 million new shares of Huazhong CNC, and Hongderuize and Hongderuiyuan held a total of nearly 7 million new shares of Hengli Hydraulics in the past three years.

Obtained public funds to gather together for research

Since August, public funds have intensively conducted research on humanoid robot-related companies. Judging from the number of listed companies surveyed by public funds, Boshi Holdings and Sanhua Intelligent Control were surveyed by 125 and 101 fund companies respectively, both ranking at the top of the survey list in August. The two companies were mostly asked about humanoid robots. field issues.

The main business of Boshi Co., Ltd. includes industrial robots, complete sets of automation equipment and system solutions. Many core technologies are derived from Harbin Institute of Technology. Sanhua Intelligent Control, a home appliance parts company, focuses on electromechanical actuators in the field of bionic robots and cooperates with customers in all aspects. Product development, trial production, adjustment and ultimately mass production.

Specifically, during the survey, the two companies were mainly asked about "future mass production goals of humanoid robots", "main implementation status of subsequent industrialization of humanoid robots", "technical barriers and technical advantages of humanoid robots", "domestic production of humanoid robot parts" ization situation” and other issues.

When answering the survey questions, Boshi Co., Ltd. stated that the humanoid robot is currently in the project research and development stage and has huge future application space. The industrialization stage should be considered based on the specific application scenarios. The mass production target of 1,000 units is not a large number. Harbin Institute of Technology has a profound technical foundation in related fields such as robotics and artificial intelligence, and has strong technical reserves in many key technologies of humanoid robot mechanism and control.

Sanhua Intelligent Control stated that the bionic robot industry is currently in a period of rapid development, which is an opportunity for my country's robot industry. The market prospect of robot replacement is broad and highly certain. The company mainly focuses on electromechanical actuators. Through its own advantages, it cooperates with customers in all aspects of product development, trial production, and adjustment to design electromechanical actuator products that meet the needs of bionic robots. At the same time, with the goal of cooperating with customers in mass production, we actively plan the overseas production layout of electromechanical actuators.

Fund professionals inquire about industry trends

As the current "traffic star" in the field of robots, humanoid robots have a huge potential market, and many Chinese technology giants have entered the market. The Ministry of Industry and Information Technology has previously stated that it will adhere to top-level design, guide industrial innovation and development, and promote the introduction of guidance on the innovation and development of humanoid robots.

An analyst from a public fund in Shanghai said that the new round of scientific and technological revolution is accelerating, and the world's major developed countries have regarded humanoid robots as the focus of competition to seize the technology industry. my country also attaches great importance to the development of the robot industry. It is estimated that the demand for humanoid robots in 2030 will be about 1.77 million units, and the global market space is expected to reach 169.2 billion yuan, with a compound growth rate of 25% in the next seven years.

The person said that industrial and commercial scenarios will be the first to be applied in the next five years, while there is huge room for application in personal scenarios in the medium and long term. Therefore, we are optimistic about the general trend of humanoid robot industrialization and focus on the manufacturing leader of core components of humanoid robots.

Since the humanoid robot industry chain has a strong overlap with the automotive industry chain, companies in each of the above links have rich experience and layout in the automotive industry. Industry insiders said that many auto parts suppliers, such as gears, bearings, reducers and other fields, can switch to humanoid robot parts suppliers in terms of technology and process.

Xinhua Fund stated that traditional robots complete relatively fixed tasks in fixed places, and all their tasks are written in the actuators. With the breakthrough progress of new AI technologies, humanoid robots are expected to be empowered to a higher level in the future. wisdom. At present, many electric vehicle companies have begun to make robots. This time, it is not the traditional robot companies that are leading the trend of humanoid robots, but the new forces in car manufacturing. The high degree of overlap in the industrial chains of the two is an important basis for cooperation.